Case Study: Robnett Integra Insurance Services boosts qualified referrals with OutboundEngine

A OutboundEngine Case Study

Robnett Integra Insurance Services generates numerous qualified referrals with OutboundEngine

Robnett Integra Insurance Services, an independent agency, needed to build its brand and automate its referral process after its owner branched out from a corporate franchise. The challenge was to find a way to systematically generate qualified leads and follow up on referrals to sustain business growth. They turned to vendor OutboundEngine and implemented its Referral Engine product to address this need.

OutboundEngine's solution automated the process of asking for referrals via email and social media on a quarterly basis, delivering leads directly to the owner's inbox. This allowed the agency to nurture client relationships with professional communications while saving time. The results included receiving numerous qualified referrals, impressing clients with the ease of the process, and enabling the business to grow. OutboundEngine helped the agency automatically stay top of mind with its network.


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